Tools for Assessing Your Foundation’s Portfolio: Sustainable Investment Risks and Performance

We invite hospital foundation board and investment committee members to a practitioner-led webinar focused on assessing portfolio sustainability in practice. Designed to help Canadian hospital foundation leaders build in-house knowledge and approach sustainability with confidence.

The session will be led by Ayo Olatunji (CPA), Director of Responsible Investing at CMA Impact Inc., who oversees responsible investing for one of Canada’s largest health-focused asset owners. Ayo will share practical, behind-the-scenes insights into evaluating portfolios and integrating sustainability considerations effectively.

In this online session, you’ll learn:

• How to use public resources, such as ShareAction rankings, in investment manager sustainability reviews
• How to interpret data and ask meaningful questions of investment managers on sustainability
• Tools for portfolio-level sustainability analysis, including investment research platforms, due diligence questionnaires, and vote analysis
• Steps to evaluate the carbon footprint of your portfolio